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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 1801 MARKET STREET, SUITE 1000 · PHILADELPHA, PA 19103 | Contract Administrator | $28,623 |
BRINKER CAPITAL1 year Filed as: BRINKER CAPITAL INVESTMENTS, LLC Service code 28 · EIN 22-2799756 | Investment Management | $19,349 |
Service code 27 520 KIRKLAND WAY. STE.300 · KIRKLAND, WA 98033 | Advisory (Plan) | $11,747 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,648 | $100,801-59.7% | $149,730-72.9% | $73,412-44.6% |
| Participation rate | 78.9% | 77.7%+1.3pp | 82.5%-3.5pp | 72.2%+6.8pp |
| Annual return | 4.03% | 265.34%-261.3pp | 276.70%-272.7pp | 59.30%-55.3pp |
| Employer contribution / active EE | $0 | $3,312-100.0% | $4,645-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $1,003 | $6,404-84.3% | $6,843-85.3% | $3,806-73.6% |
| Admin fee / account holder | $209 | $181+15.5% | $9,310-97.8% | $158+32.2% |